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Application basics of operation

of three-phase induction motors


Design
Duty Types
Selection
Dimensioning

Motor
Management
TM

Foreword
This technical manual for Three-Phase Induction Motors is the first publication of a series on the topic of "Motor Management".
With these published fundamentals the user will have a growing reference
work on the performance and operational data required for design and
application. The following topics will be covered:
Starting and operating motors
Protection of motors and drives
Selection and operation of controls
Communications
Electric motors can be found in almost every production process today.
Getting the most out of your application is becoming more and more
important in order to ensure cost-effective operations. "Motor Management"
from Rockwell Automation will help you
to optimize the use of your systems
to reduce maintenance costs
to increase dependability
We are pleased that our publications may help you find economical and
efficient solutions for your applications.

Copyright 1996 by Sprecher+Schuh AG Rockwell Automation, Aarau.


All information supplied is accurate to the best of our knowledge and without legal liability.

Three-phase Induction
Motors

Table of Contents

Three-Phase Induction Motors

1.1
1.1.1
1.1.2
1.1.3
1.1.4

How they work


Stator
Rotor
Slip
Losses

1.1
1.1
1.1
1.3
1.4

1.2
1.2.1
1.2.2

Torque characteristic
Basic characteristic
Design measures

1.6
1.6
1.8

1.3

Operating characteristics

1.10

Duty Types of Electric Motors

2.1

2.1
2.1.1
2.1.2
2.1.3
2.1.4
2.1.5
2.1.6
2.1.7
2.1.8
2.1.9

Primary duty types S1... S9


2.1
S1: Continuous duty
2.2
S2: Temporary duty
2.3
S3: Intermittent periodic duty-type without starting
2.4
S4: Intermittent periodic duty with starting
2.5
S5: Intermittent periodic duty with starting and electrical braking 2.6
S6: Continuous-operation duty type
2.7
S7: Continuous-operation duty with starting and electrical braking 2.8
S8: Continuous-operation periodic duty with
related load/speed changes
2.9
S9: Duty with non-periodic load and speed variations
2.11

2.2
2.3
2.3.1
2.3.2
2.3.3

Mean values of power, torque, and current


Motor power and duty types
Power increase compared to S1
Mechanical limit rating
Power reduction compared to S1

2.12
2.14
2.14
2.15
2.15

Characteristic Load Torques

3.1

3.1
3.1.1

Load torques as a function of speed


Torque remains constant

ii

1.1

3.2
3.2

Three-phase Induction
Motors

3.1.2
3.1.3
3.1.4

Torque increases proportionally to speed


Torque increases with the square of speed
Torque decreases in inverse proportion to speed

3.3
3.5
3.5

3.2
3.3
3.4
3.5

Load torques as a function of angle


Load torques as a function of path
Load torques as a function of time
Breakaway torque

3.6
3.6
3.6
3.6

Choosing and Dimensioning


Electric Motors

4.1

4.1
4.1.1
4.1.2
4.1.3
4.1.4
4.1.5

Motor capacity
Catalog data and application parameters
Determining the unit rating
Catalog data
Operating conditions
Procedure for motor dimensioning

4.2
4.3
4.4
4.4
4.4
4.4

4.2
4.3

4.7

4.3.1
4.3.2

Dimensioning using load torque


Calculation using the acceleration torque
or acceleration time
Acceleration torque
Acceleration time

4.8
4.8
4.8

4.4
4.5

Calculation using change-over frequency


Choosing with the use of catalog data

4.11
4.13

Symbols

iii

4.14

Three-phase Induction
Motors

Three-Phase Induction Motors

The three-phase induction motor, also called an asynchronous motor, is the most
commonly used type of motor in industrial applications. In particular, the squirrel-cage design is the most widely used electric motor in industrial applications.

1.1

Principles of Operation

The electrical section of the three-phase induction motor as shown in Figure


1.2.2 consists of the fixed stator or frame, a three-phase winding supplied from
the three-phase mains and a turning rotor. There is no electrical connection
between the stator and the rotor. The currents in the rotor are induced via the air
gap from the stator side. Stator and rotor are made of highly magnetizable core
sheet providing low eddy current and hysteresis losses.

1.1.1 Stator
The stator winding consists of three individual windings which overlap one
another and are offset by an electrical angle of 120. When it is connected to the
power supply, the incoming current will first magnetize the stator. This magnetizing current generates a rotary field which turns with synchronous speed ns.
For the smallest pole number of 2p = 2 in a 50 Hz circuit the highest synchro-

Synchronous speed ns = 60

f
p

ns = synchronous speed/minute
f = frequency s-1 (per second)
p = pole pair number (pole number/2)

nous speed is ns = 3000/min-1. Synchronous speeds in a 50 Hz circuit are shown


in Table 1.2.1:

1.1.2

Rotor

The rotor in induction machines with squirrel-cage rotors consists of a slotted


cylindrical rotor core sheet package with aluminum bars which are joined at the
front by rings to form a closed cage.
The rotor of three-phase induction motors sometimes is also referred to as an
anchor. The reason for this name is the anchor shape of the rotors used in very
early electrical devices. In electrical equipment the anchor's winding would be
induced by the magnetic field, whereas the rotor takes this role in three-phase
induction motors.

1.1

Three-phase Induction
Motors

Pole
Number 2p
ns in rpm

3000 1500 1000 750

10

12

16

24

32

48

600

500

375

250 188

125

Table 1.2.1 Typical synchronous speeds in a 50 Hz circuit


Synchronous speeds are 20% higher in a 60 Hz circuit

Figure 1.2.2 State-of-the-art closed squirrel-cage three-phase motor


The stopped induction motor acts like a transformer shorted on the secondary
side. The stator winding thus corresponds to the primary winding, the rotor
winding (cage winding) to the secondary winding. Because it is shorted, its internal rotor current is dependent on the induced voltage and its resistance. The
interaction between the magnetic flux and the current conductors in the rotor
generates a torque that corresponds to the rotation of the rotary field. The cage
bars are arranged in an offset pattern to the axis of rotation in order to prevent
torque fluctuations (see Figure 1.3.1). This is called "skew".
At idle the rotor almost reaches the synchronous speed of the rotary field, since
only a small counter-torque (no-load losses) is present. If it were to turn exactly
synchronously, voltage would no longer be induced, current would cease to flow,
and there would no longer be any torque.

1.2

Three-phase Induction
Motors

During operation the speed of the rotor drops to the load speed n. The difference
between the synchronous speed and the load speed is called slip s. Based on this
load-dependent slip s, the voltage induced in the rotor winding changes, which in
turn changes the rotor current and also the torque M. As slip s increases, the
rotor current and the torque rise. Because the three-phase induction motor acts
like a transformer, the rotor current is transformed to the stator side (secondary
side) and the stator supply current changes essentially to the same degree. The
electrical output of the stator generated by the power supply is converted via the
air gap into mechanical power in the rotor. The stator current therefore consists
of two components, the magnetization current and the actual load current.

a single offset cage bars

b double transposed cage bars

Figure 1.3.1 Forms of squirrel-cage rotor windings

1.1.3

Slip

The difference between the synchronous speed ns and the speed n in rated operation is called slip s and is generally expressed in percent. Depending on the size
of the machine, in rated operation it is roughly 10 to 3%. Slip is one of the most
important characteristics of an induction machine.

Slip s =

1.3

ns - n
ns

s = slip
ns = synchronous speed
n = rotor speed

Three-phase Induction
Motors

Figure 1.4.1 The rotor voltage UR is a proportional function of slip s. A rotor


voltage of 10% corresponds to a slip of 10%
The induced rotor voltage UR as shown in Figure 1.4.1 is proportional to the
slip s. In the stopped position, it peaks at n = 1 and s = 1, which also results in
the strongest current flow. This fact is confirmed in real-life applications by the
high starting current (starting current inrush). The torque also peaks during the
stop period at a certain rotor resistance. This behavior can be modified by design
variation. However the rotor resistance is not usually used for this purpose. The
following formula applies to the rotor speed:

Rotor speed n = ns (1 - s)

1.1.4

n = rotor speed
ns = synchronous speed
s = slip

Dissipation

Since the rotor speed n is less than the synchronous speed ns of the rotary field
by the amount of slip s, the mechanical rotor power P2 is also less than the electrically transmitted rotating field power PD. The difference PVR is lost in the
rotor as heat. These winding losses are thus directly dependent on the slip s.
Beginning with the first instant of the starting process all the power induced in
the rotor is converted into heat.

Dissipation in the rotor PVR = PD s = ohmic loss PCuR in W


The equation shows that the thermal danger is greatest for a stationary rotor at
s = 1, since all the electric power input is converted to heat dissipation in the
motor. Due to the increased starting current of induction motors the heat dissipation is a multiple of the rated motor power. In addition, conventional selfventilated motors do not provide adequate cooling when stopped.

1.4

Three-phase Induction
Motors

If we examine all power losses Pv in a motor, as shown in Figure 1.5.1, we find


the following individual losses:

PFe
PCuS
PCuR
PLu
PLa
Pzus

Core loss in the stator


Ohmic loss in the stator
Ohmic loss in the rotor
Windage loss
Bearing friction losses
Stray losses

roughly constant in operation


square function of current
square function of current
roughly constant in operation
roughly constant in operation
roughly constant in operation

The core loss PFe in the stator is caused by hysteresis and eddy current losses
which are dependent on the voltage and frequency. Therefore during operation
they are roughly constant. In the rotor, the losses are insignificant because of the
low frequency of the rotor current during operation. Ohmic losses occur in the
stator PCuS and in the rotor PCuR. Both are a square function of load. Windage
losses PLu and bearing friction losses PLa are likewise constant due to the essentially constant speed in operation. Stray losses Pzus are caused mainly by eddy
currents in the metal components of the machine.
Legend:
P1 = electric power input
PFe = core loss in the stator
PCuS = ohmic loss in the stator
Pzus = stray loss
PD = rotor field power (air gap power)
PCuR = ohmic loss in the rotor
PLu = windage and ventilation loss
PLa = bearing friction losses
P2 = mechanical power output

Figure 1.5.1 Output and losses in a three-phase induction motor

1.5

Three-phase Induction
Motors

1.2
1.2.1

Torque Characteristic
Principal Characteristic

Figure 1.6 shows the typical torque characteristics of induction motors with
squirrel-cage rotors which are identified by the following parameters. The acceleration torque is defined as the entire range of the torque characteristic from stop
to full speed.
Mn = rated torque
ML = load torque
MK = pull-out torque
MM = motor torque
nS = synchronous speed
An = nominal working point
MA = breakaway torque
MB = acceleration torque
MS = pull-up torque
nn = rated speed (0.94..0.99 . nS)
n = operating speed
A = working point
n0 = no-load speed (0.98..0.997 . nS)

Figure 1.6.1 Induction motor torque characteristic over speed


MA Locked-rotor torque at stop, also called the breakaway torque. The values
provided by the motor manufacturers should have tolerances from -15% to
+25%.
Mn Rated torque during rated operation at rated power Pn and at rated speed nn.
At no-load the torque is very low and covers internal friction. When the
motor is loaded, its speed drops slightly by the amount of slip s and the
torque increases. A standard motor must be able to deliver the rated torque
in continuous operation without exceeding its temperature limit.
In certain operating modes (S2, S3 and S6) the rated torque may also be
exceeded to a certain degree, if the temperature limit is not exceeded, across
the full operating range.
MK Pull-out torque. This is the maximum torque which the motor can deliver. If
the power is increased above the rated load Pn, slip s continues to increase,
speed n decreases, and the motor delivers a higher torque. This can be
increased up to a maximum value MK (pull-out torque) where the motor
becomes unstable, i.e., its speed suddenly decreases at this slip value (breakdown slip) and the motor speed goes to 0.

1.6

Three-phase Induction
Motors

According to standards, the pull-out torque must be MK 1.6 Mn and it


must be possible to overload the motor for at least 15 seconds with this
value at the rated voltage and rated frequency. The catalog data may have up
to -10% tolerance. In most motors the pull-out torque is significantly greater
and usually reaches values of MK = 2...3.5 Mn. Therefore induction motors
are especially well suited for intermittent loads, provided the additional heat
can be dissipated.
MS Pull-up torque, also called the pull-through torque, is the smallest torque
during acceleration. In any case it must be greater than the simultaneously
effective load torque ML since otherwise the motor cannot be accelerated.
Minimum values for the pull-up torque are specified in the standards for
rated voltage operations.
ML Load torque, the counter-torque which represents the load during acceleration.
MM Motor torque, also called the acceleration torque.
MB Acceleration torque as the difference of the motor torque MM minus the
load torque ML
In continuous duty with operating mode S1 and rated load Pn a properly sized
motor rotates with rated speed nn and delivers the rated torque Mn:

Rated torque

Mn = 9555

Pn
nn

Mn = rated torque in Nm
Pn = rated power in kW
nn = rated speed/minute

Torque M can however also be computed using the electrical data of the motor:

Rated torque

1.7

Mn =

3 U I cos 9.55
n

U
I
cos

= voltage in V
= current in A
= power factor
= efficiency
= speed

Three-phase Induction
Motors

During starting, the breakaway torque MA must be greater than the breakaway
torque of the load and during the entire acceleration phase the motor torque MM
must remain above the load torque ML, as shown in Figure 1.6.1..
At the intersection of the two torque lines (operating point A) the motor operates
with constant speed n. In case of overload the working point A rises above the
nominal working point An. This is allowable only for a short time to avoid overheating the motor.
Working point A however should not be too low either, i.e., an oversized motor
should not be chosen. Below 50% of the rated load the efficiency and the
power factor cos fall dramatically and motors no longer run economically. A
larger motor also has a larger starting current IA since starting current is independent of the load torque. Only the acceleration time would be shortened by a
larger motor.

1.2.2

Motor Design

The torque characteristics can be largely adapted to the application in threephase induction motors. Important properties here are a low starting current IA
and high starting torque MA. The torque characteristic and also the size of the
starting current are determined mainly by the type of rotor cage and the shape of
the rotor slot as shown in Figure 1.8.1
A high breakaway torque MA and a small starting current IA can be achieved by
a relatively high ohmic rotor resistance in the starting torque. Basically a more
or less large "current displacement effect" (skin effect) takes place during starting; this applies to all types of rotor designs. The following designs are distinguished:

single cage rotor for diecast version

deep slot version

double cage rotor

Figure 1.8.1 Slot shapes for squirrel-cage rotors

1.8

Three-phase Induction
Motors

Normal squirrel-cage rotors with single slot and round, rectangular or trapezoidal conductors usually made of aluminum with a relatively high starting
torque of 1.8...2.5 x Mn and a high starting current of 5...10 x In.
Current displacement rotors, also called deep-bar rotors. If the cage bars are
made tall and narrow, during power-up current displacement takes effect,
since then the rotor frequency is high. The current flows on the outside or
"skin" of the rotor. This effect causes a reduction of the effective conductor
cross section and therefore an increase of the ohmic resistance. The result is
good starting torque MA and a favorable low starting current IA. During
operation current displacement no longer has any effect, since the rotor frequency is then very low and the motor has normal currents and torques.
Double squirrel-cage rotors have the bar divided into two individual bars
which are usually electrically isolated from one another. The outside cage is
made with high, the inside cage with low ohmic resistance. This is done by
using an appropriate material (Cu, Al, Ms) and proper dimensioning of the
conductor cross sections. The effect is even more pronounced than in a current displacement rotor. During start-up, current flows essentially only in the
outside cage; this reduces the starting current IA and causes a relative
increase of the starting torque MA. During operation the current is then distributed between the two cages according to their ohmic resistances.
High-resistance squirrel-cage rotors, also called slip rotors, have a slot shape
as in a normal squirrel-cage rotor, but use brass conductors or high resistance
aluminum alloy instead of Al or Cu conductors. This causes the ohmic resistance to increase. In contrast to the current displacement rotor, it remains
constant over the entire speed range and during operation leads to high slip
with a flexible speed characteristic and without a pronounced pull-out torque.
The starting torque MA is high according to the rotor resistance and the starting current IA is reduced. Since the high ohmic resistance is maintained during operation, relatively large losses occur, resulting in uneconomical operation. Therefore, these rotors are not widely used today, especially since the
desired characteristics can also be achieved with low-loss electronic devices,
such as drives and soft starters.

1.9

Three-phase Induction
Motors

K = normal cage (Al)


TN = deep-bar rotor (Al or Cu)
DK = double cage rotor (Al or Cu or
Al outside and Ms inside)
W = high resistance squirrel-cage rotor MS
M = torque
n = speed

Figure 1.10.1

Fundamental torque characteristic of various types of cages

1.3 Operating characteristics


Operating characteristics are a graphical presentation of the behavior of:

speed

current

power factor

power

efficiency

slip
as a function of load.
Figure 1.10.2 shows the operating characteristics of a typical induction motor.

Figure 1.10.2

Operating characteristics of an induction motor as a function


of load
n
P1

I
s

1.10

= speed
= power input
= efficiency
= current input
= slip

nS = synchronous speed
P2 = power output
cos = power factor
In = rated current
Pn = rated power

Three-phase Induction
Motors

The speed n decreases only slightly as load increases. Standard squirrelcage motors thus have "stiff" speed characteristics.

Slip s increases roughly proportionally as load increases.

cos The power factor cos depends largely on load and it peaks typically during overload. In the partial load range it is relatively unfavorable, since
even under partial loads magnetization is essentially constant.

Efficiency exhibits a relatively flat characteristic and is almost constant


above half-load. It generally peaks below the rated power Pn.

Current I increases proportionally beginning roughly at half-load. Below


half-load it decreases only slowly until it becomes the no-load current IO.
(Constant magnetization)

The power P1 increases roughly in proportion to load starting from the


no-load power. In the overload range it increases slightly faster since losses

also increase faster.


Since the efficiency and power factor cos can have a major effect on the
economic efficiency of a motor, knowledge of the partial load values is very
important. Both values determine the economic efficiency during operation. In
the partial load range they both drop. In addition, in low-speed motors the power
factor cos is smaller than in high-speed motors. Therefore closely sized, highspeed motors are not only less expensive purchase, but they also cost less to
operate.

1.11

Three-phase Induction
Motors

Duty Types of Electric Motors

Normally, continuous duty three-phase induction motors are designed for the
rated power. Actuators are an exception. Most motors however are operated with
a duty type which is not continuous. Some motors are turned on only briefly,
others run all day, but are only briefly loaded, and numerous motors must accelerate a large flywheel or are run in a switched mode and electrically braked.
In all these different duty types a motor heats up differently than in continuous
duty. To prevent damaging the motor winding and rotor due to overheating, these
special heating processes must be taken into account.

2.1

Primary duty types S1... S9

For design purposes information on the duty type must be as accurate as possible, since the power yield can diverge greatly from continuous output. The number of possible duty types is thus theoretically unlimited. For the sake of agreement between manufacturers and operators, nine main duty types S1 through S9
were detailed in IEC 34. Almost all cases which occur in practice can be
assigned to one of these duty types:

S1:
S2:
S3:
S4:
S5:
S6:
S7:
S8:
S9:

Continuous duty
Temporary duty
Intermittent periodic duty-type without starting
Intermittent periodic duty with starting
Intermittent periodic duty with starting and electrical braking
Continuous-operation duty type
Continuous-operation duty with starting and electrical braking
Continuous-operation periodic duty with related load/speed changes
Duty with non-periodic load and speed variations

Motor manufacturers must assign the load capacity of the motor in one of these
defined duty types and where necessary provide the values for operating time,
load period, or relative duty cycle.

2.1

Three-phase Induction
Motors

In the descriptions and diagrams for duty types S1 through S9 the following
symbols are used:
P
Pv
n

max
t
tB
JM
Jext

= power in kW
tBr = braking time in s, min
= losses in kW
tL = idle time s, min, or h
= speed/min
tr
= relative duty cycle (%)
= temperature in C
tS = cycle duration in seconds
= maximum temp. in C
tSt = stop period in s, min, or h
= time in s, min, or h
T = thermal time constant in minutes
= load period
tA = starting time in s, min
= moment of inertia of the motor in kgm2
= moment of inertia of the load referenced to the motor shaft in kgm2

The speed n is usually specified in revolutions per minute. Generally the rating
plate gives the rated speed nn at full load, but in catalogs also the synchronous or
rated speed is specified.
Duty types S1 through S9 cover many of the applications which occur in the
field. If the type of load cannot be assigned to any of the defined duty types, the
exact cycle description should be indicated to the manufacturer or a duty type
should be selected which conforms to least as heavy a load as the actual application.

2.1.1

S1: Continuous duty

Operation with a constant load state as shown in Figure 2.2.1 with a duration
sufficient to reach thermal equilibrium. The load period tB is much greater than
the thermal time constant T

Identification S1: Specification of power in kW, if necessary with


abbreviation S1.

Figure 2.2.1 Duty type S1: Continuous duty

2.2

Three-phase Induction
Motors

2.1.2

S2: Temporary duty

Operation with a constant load state as shown in Figure 2.3.1 which however
does not last long enough to reach thermal equilibrium, and with a subsequent
interval which lasts until the machine temperature differs by not more than 2 K
from the temperature of the coolant.
It is temporary duty when the load period tB 3 T (thermal time constant).
Compared to continuous duty the motor can deliver more power during the load
period. Consult the manufacturer for details.

Identification S2: by specification of the load period tB and power


P in kW
- Example:

S2: 10 min, 11 kW.

- For the operating time tB periods of 10, 30, 60 and 90 min are recommended.

Figure 2.3.1 Duty type S2: Temporary duty

2.3

Three-phase Induction
Motors

2.1.3

S3: Intermittent periodic duty-type without starting

Operation as shown in Figure 2.4.1 which is composed of a sequence of similar


duty cycles with cycle duration tS at constant load and an interval which is generally so short that thermal equilibrium is not reached and the starting current
does not noticeably affect heating. This is the case when tB 3 T. The power
during this time should be higher than the continuous output of the motor.
Consult the manufacturer for details.

Relative duty cycle tr =

tB
tB + tS

tB load period in s, min


tr = relative duty cycle in %

100
ts = cycle duration in s, min

Identification: by specification of the load period tB, cycle duration


tS and power P, but also by the relative duty cycle tr in % and by
the cycle duration.
- Example: S3: 15 min / 60 min. 11 kW
- Example: S3: 25%, 60 min. 11 kW

relative duty cycle


tr =

tB
tB + tS

100

Figure 2.4.1 Duty type S3: Intermittent periodic duty-type without starting

If no cycle duration is specified, tS = 10 min applies.


Recommended values for the relative duty cycle tr are 15%, 25%, 40%, and 60%.

2.4

Three-phase Induction
Motors

2.1.4

S4: Intermittent periodic duty with starting

Operation as shown in Figure 2.5.1 which consists of a sequence of identical


duty cycles with cycle duration tS, whereby each cycle encompasses a distinct
starting time tA, time tB with constant load, and interval tSt.

Relative duty cycle tr =


tA = starting time s, min
tr = relative duty cycle in %
tSt = stop period in s, min

tA + tB
(tA + tB) 100
=
tS
tA + tB + tSt

100

ts = cycle duration in s, min


tB = load period in s, min

Identification: by the relative duty cycle tr in %, number ZL of


starts per hour and power P
- Example: S4: 25%, 500 starts per hour, 11 kW
- plus information on the moment of inertia of the motor and load JM and Jext
during starting.

relative duty cycle


tr =

tA + tB
100
tA + tB + tSt

Figure 2.5.1 Duty type S3: Intermittent periodic duty with starting
Here it should be noted whether the motor stops under the effect of the load at
the end of the cycle, or whether it is being stopped by a mechanical brake. If the
motor continues to run after it is shut off so that the windings cool down significantly, this should be indicated. If not indicated it is assumed that it will stop
within a very short time.
In this duty type the maximum no-load shifts Z0 are used as a basis from which
the maximum frequency of operation shifts is computed according to the load
torque, possible additional mass and a possible flywheel effect. Compared to
continuous duty S1 a power reduction can be noted.

2.5

Three-phase Induction
Motors

2.1.5

S5: Intermittent periodic duty with starting and electrical braking

Operation as shown in Figure 2.6.1 which is composed of a sequence of similar


duty cycles with cycle duration tS, whereby each cycle encompasses a distinct
starting time tA, time tB with constant load and time tB of high-speed electrical
braking. There is no interval.

Relative duty cycle tr =


tA
tB
ts

(tA + tB+ tBr) 100


=
tA + tB+ tBr + tSt

= starting time s, min


= load period in s, min
= cycle duration in s, min

tA + tB + tBr
100
tS

tSt = stop period in s, min


tr = relative duty cycle in %
tBr = braking time in s, min

Identification: similar to S4, but also identified with specification of


the type of braking (plug braking, regenerative braking, etc.)
- In case of doubt and when the starting and braking times are long relative to
the rated operating time, all three time intervals should be indicated
separately.
- Example: S4: 25%, 500 starts per hour, plug braking, 11 kW
- Additional information on the moment of inertia of the motor and load
JM and Jext during starting and braking.

relative duty cycle


tr =

tA + tB+ tBr
tA + tB + tBr + tSt

100

Figure 2.6.1 Duty type S5: Intermittent periodic duty with starting and electrical
braking.
Compared to continuous duty S1 a power reduction is necessary in this mode.
Consult the manufacturer for details.

2.6

Three-phase Induction
Motors

2.1.6

S6: Continuous-operation periodic duty

Operation as shown in Figure 2.7.1 which is composed of a sequence of similar


duty cycles with cycle duration tS, whereby each cycle encompasses a time tB
with constant load and an idle time tL, with no interval. After operating time tB
the motor continues to turn at no-load and due to the no-load current does not
cool down to the coolant temperature, but is ventilated during the idle time tL.
This is the operating state when tB T.

Relative duty cycle


tB
ts

tr =

= load period in s, min


= cycle duration in s, min

tB
100 =
tB+ tL

tB
100
tS

tL = idle time in s, min


tr = relative duty cycle in %

Identification: as in S3, by the duty cycle tB, cycle duration tS, and
power P
- Example: S6: 25%, 40 min, 11 kW
- If no indication is given for the cycle duration, tS = 10 min applies.

relative duty cycle


tr =

tB
tB + tL

100

Figure 2.7.1 Duty type S6: Continuous-operation intermittent duty

Compared to continuous duty S1, the power may be selected to be greater


during operating time tB. Consult the manufacturer for details.

2.7

Three-phase Induction
Motors

2.1.7

S7: Continuous-operation duty with starting and electrical


braking

Operation as shown in Figure 2.8.1 which is composed of a sequence of similar


duty cycles with cycle duration tS, whereby each cycle encompasses a distinct
starting time tA, time tB with constant load P and time tBr with high-speed
electrical braking. There is no interval.

Relative duty cycle tr = 1


Identification: like S4, identified without indication of relative
duty cycle tr, but with indication of the type of braking (plugging,
regenerative braking, etc).
- In case of doubt and when the starting and braking times are long enough
in relation to the rated operating time, all three time intervals should be
indicated separately.
- Example: S7: 500 duty cycles per hour, braking by plugging, 11 kW.
- Additional information on the moment of inertia of the motor and load JM
and Jext during starting and braking.

relative duty cycle tr = 1

Figure 2.8.1 S7: Continuous operation-duty with starting and electrical braking

Compared to continuous duty S1 a power reduction is necessary in this mode.


Consult the manufacturer for details.

2.8

Three-phase Induction
Motors

2.1.8

S8: Continuous-operation periodic duty with related


load/speed changes

Operation as shown in Figure 2.10.1 which is composed of a sequence of similar duty cycles with cycle duration tS; each of these cycles comprises a time with
a constant load and a certain speed; then one or more times with different loads
which correspond to different speeds, for example, by pole reversal. There is no
interval or idle time.
This mode cannot be recorded with one simple formula. A suitable continuous
load must be used as the reference dimension for the load cycle:

Relative
duty cycle

tr1 =

(tA + tB1) 100


=
tA + tB1 + tBr1 + tB2 + tBr2 + tB3

Relative
duty cycle

tr2 =

(tBr1 + tB2) 100


t +t
= Br1 B2 100
tA + tB1 + tBr1 + tB2 + tBr2 + tB3
tS

Relative
duty cycle

tr3 =

(tBr2 + tB3) 100


tBr2 + tB3
=
100
tA + tB1 + tBr1 + tB2 + tBr2 + tB3
tS

tA = starting time s, min


tB = load period in s, min
tBr = braking time in s, min

tA + tB1
100
tS

ts = cycle duration in s, min


tr = relative duty cycle in %

Identification: like S5, except that for each speed the time must
be specified during which these speeds occur within every cycle
period.
- Example: S8: 30%, 3000/m, 10 min, 1500/m 20 min. 2 cycles per hour.
11 kW
- Additional information on the moment of inertia of the motor and load JM
and Jext during starting and braking.

2.9

Three-phase Induction
Motors

Figure 2.10.1

Duty type S8: Continuous-operation periodic duty with related


load/speed changes

Relative duty cycle tr1 =

tA + tB1
100
tA + tB1 + tBr1 + tB2 + tBr2+ tB3

Relative duty cycle tr2 =

tBr1 + tB2
100
tA + tB1 + tBr1 + tB2 + tBr2+ tB3

Relative duty cycle tr3 =

tBr2 + tB3
100
tA + tB1 + tBr1 + tB2 + tBr2+ tB3

Compared to continuous duty S1 a power reduction is necessary in this duty


type. Exact computation is very complex and is possible only with detailed
information from the manufacturer.

2.10

Three-phase Induction
Motors

2.1.9

S9: Duty with nonperiodic load and speed variations

In this mode of operation as shown in Figure 2.11.1 the load and the speed
change nonperiodically within the maximum operating range. Load peaks which
can be far above the rated power may occur frequently. The overload can be
taken into account by selective oversizing.
The duty type cannot be recorded with one simple formula. A suitable continuous load must be used as the reference dimension for the load cycle:

Identification: Manufacturers and users generally agree on an


equivalent ("equ") continuous output instead of the varying load
for different speeds and irregular operation including overload.
Example: S9, 11 kW equ 740/min; 22 kW equ 1460/min

Figure 2.11.1 Duty type S9: Duty with nonperiodic load and speed variations
Compared to continuous duty S1 the equivalent continuous output of duty type
S9 can be lower, the same, or even higher, depending on the load characteristic
and the length of the intervals.

2.11

Three-phase Induction
Motors

2.2.

Mean values of power, torque and current

In many cases the actual use of a motor diverges from duty types S1 through S9
because the required power P or torque ML and thus current I are not constant.
Since losses Pv change with the square of the load, the individual values (powers, torques, currents) can be replaced by a mean power Pmi.

Cycle

Figure 1.12.1 Determining mean power Pmi, mean torque Mmi and mean
current Imi (Ieff).
2

Mean power Pmi =

P1 t1 + P2 t2 + P3 t3
t1 + t2 + t3

These values are determined by a quadratic conversion, as shown in Figure


2.12.1, using the individual outputs and the associated effective times. The maximum torque which occurs here should not exceed 80% of the pull-out torque for
a three-phase induction motor. However, this type of averaging is not possible
in S2.

2.12

Three-phase Induction
Motors

Mean power

Pmi =

Mmi=

M t1 + M2 t2 + M3 t3 + ...
t1 + t2 + t3 + ...

(Ieff) =

I1 t1 + I2 t2 + I23 t3 + ...
t1 + t2 + t3 + ...

Mean torque

Mean current

P1 t1 + P2 t2 + P3 t3 + ...
t1 + t2 + t3 + ...

When the powers differ by more than a factor of 2, this averaging is too inaccurate, and the calculations must be done with the mean current taken from the
motor characteristics.
Example: In an automatic industrial handling machine the following load cycles
are determined for a cycle duration of 10 minutes:
6 kW for 3 minutes, 3 kW for 2 minutes, 7 kW for 2 minutes, 2 kW for 3 minutes:
What is the mean load?
2

Pmi =

2.13

P1 t1 + P2 t2 + P3 t3 + ...
=
t1 + t2 + t3 + ...

63+32+72+2 3
= 4.85 kW
3+2+2+3

Three-phase Induction
Motors

2.3

Motor power and duty types

Duty types S1 through S9 can be divided into two groups, whereby an increase
or decrease of the rated power over S1 is possible or necessary:

Power increase compared to S1:


Power reduction compared to S1:

2.3.1

for S2, S3 and S6


for S4, S5, S7 and S8

Power increase compared to S1

Since in duty types S2, S3 and S6 the machine is not being operated continuously at full load, but only in blocks, it can cool down again during the stop time
tSt, and therefore it can overloaded mechanically and thermally during the load
period tB. In determining the maximum increase the following variables play an
important part:
Pn
Pmech
Pth
Mn
MK
T
k0
tr
h
z0

Rated power of the motor in kW


Mechanical limit rating of the motor in kW
Thermal limit rating of the motor in kW
Rated torque in Nm
Pull-out torque in Nm
Thermal time constant in minutes (Table 2.18.1)
Ratio of equivalent no-load/load losses (Table 2.18.2)
Relative duty cycle in %
Ratio of ventilated/unventilated heat dissipation (Table 2.19.1)
No-load reversing frequency per hour (Table 2.19.2)

To some extent the calculation is not simple. Therefore, many manufacturers of


three-phase induction motors also offer computer programs for motor calculation. The proper motor can be found quickly and reliably with their aid.

2.14

Three-phase Induction
Motors

2.3.2

Mechanical limit rating

When the power is increased in duty types S2, S3, and S6 the mechanical limit
rating Pmech must be noted. Standards state: "It must be possible to overload
multiphase induction motors regardless of their duty type and design for
15 seconds at the rated voltage and input frequency up to 1.6 times the rated
torque." Catalog data however are subject to tolerances up to -10% so that the
pull-out torque MK should be higher by a factor of 1.76 with respect to the
new increased torque Mmax. Therefore the mechanical limit rating can be
defined as follows with regard to catalog data:

Mechanical limit rating Pmech

MK
Pn

Mn
1.76

Pn = rated power in W
Mn = rated torque in Nm
Mk = pull-out torque in Nm

2.3.3

Power reduction compared to S1

In duty types S4, S5, S7, S8 and S9 the motor power must be reduced, since in
all these cases starting losses or braking losses play a major part.
The computational method is based on the maximum no-load change-over frequency z0 as shown in Table 2.19.2. This is the maximum allowable hourly
number of reversals without the motor becoming too hot. The maximum allowable change-over frequency z for a certain load conditions can then be determined using reduction factors such as the factor of inertia, counter-torque factor,
and load factor.
The factor of inertia FI takes into account the external moments of inertia such
as the moment of inertia of the motor JMot and load moment of inertia Jzus:

Factor of inertia FI =

JMot + Jzus
JMot

JMot = moment of inertia of the motor in kgm2


Jzus = load moment of inertia in kgm2

2.15

Three-phase Induction
Motors

If the speeds of the driven machine and the motor are not the same, all moments
of inertia must be converted to the motor speed nMot:

Converted load moment of inertia Jzus =

J1 n21 + J2 n22 +...


n2Mot

J = moment of inertia in kgm2


n = speed/min

The counter-torque factor kg takes into account a mean load torque ML which is
present during acceleration and which must be overcome by the mean motor
torque MMot:

Counter-torque factor kg = 1 ML = load torque

ML
MMot

MMot = motor torque

When gears with gear efficiency hG are used and thus speeds are different, the
load torques of the driven machine must be converted to the motor speed nn:

Converted load torques ML =


M = torque in Nm
= gear efficiency

2.16

ML1 n1
G1 nn

n = speed/min

ML2 n2
G2 nn

+ ...

Three-phase Induction
Motors

Due to the effect of the starting process with


respect to heating, the rated power Pn of the
motor should be chosen to be larger than is
required by the actual power demand P.

power P
speed n

tA = starting time, tB = load time,


tSt = stop period, tS = cycle duration
Figure 2.17.1

Duty type S4 for periodic duty of an automatic machining


center
Due to the effect of the starting and braking
process with respect to heating, the rated
power Pn of the motor should be chosen to be
larger than is required by the actual power
demand P.

power P
speed n

tA = starting time, tB = load time,


tBr = braking time, tSt = stop period,
tS = cycle duration
Figure 2.17.2 Duty type S5 for periodic duty of a circular saw

Figure 2.17.3

2.17

0.5

1 n/ns

Typical range of variation of the torque characteristic for


three-phase induction motors

Three-phase Induction
Motors

The load factor kL with which the load is taken into account during operation.
In cases in which the load characteristic is not exactly known the following
applies:

Load factor kL = 1 - (P / Pn)2

(1 - ko)tr
(1 - ko)tr + (1 - tr)h

kL= Load factor


P = Required power in kW
Pn = Rated power of the motor
k0 = Ratio of equivalent no-load/load losses (Table 2.18.2
h = Ratio of ventilated /unventilated heat dissipation (Table 2.19.1)
tr = Relative duty cycle (see duty types S1...S9)

Pn rated power

2 pole

4 pole

6 pole

8 pole

kW
0.09 1.1
1.5 3.0
4.0
5.5 18.5
22 45
55 90
110 132

min
7 10
58
14
11 15
25 35
40
45 50

min
11 10
9 12
11
10 19
30 40
45 50
55

min
12
12
13
13 20
40 50
50 55
60

min

12 16
12
10 14
45 55
55 65
75

Table 2.18.1

Typical heating time constant T in minutes for induction motors

Pn rated power

2 pole

4 pole

6 pole

8 pole

0.09...1.5

0.35

0.45

0.5

0.5

2.2...18.5

0.25

0.25

0.3

0.3

30...55

0.25

0.3

0.3

0.3

75...160

0.35

0.35

0.3

0.3

kW

22

Table2.18.2

2.18

Typical ratio of equivalent losses KO at no load to those in


operation

Three-phase Induction
Motors

Equivalent losses are the sum of the percentages of individual losses which contribute to heating of the winding, such as load, core and rotor losses.

Pn rated power

2 pole

4 pole

6 pole

8 pole

0.09...18.5

0.4

0.45

0.5

0.5

22...500

0.2

0.3

0.3

0.3

kW

Table 2.19.1

Typical ratio h of heat dissipation between unventilated and


ventilated motors

Size

2-pole

4-pole

6-pole

8-pole

56
63
71
80
90S
90L
100L
112M
132S
132M
160M
160L
180M
180L
200L
225S
225M
250M
280S
280M
315S
315M

2 300
3 000
4 000
1 700
2 000
2 000
1 000
720
450
400
400
200
150
90
60
41
39
34
32

5 000
8 600
6900
5 000
3 000
2 500
4 000
1700
850
1000
900
900
600
550
400
280
270
200
130
120
100
90

8 000
8 000
6 000
5 500
7 900
6 200
5 100
3 200
2 200
1 700
1 700
1 600
800
620
450
320
260
240
180
170

7 000
8 000
11 000
11 000
10 000
2 500
2 800
3 000
2 300
2 300
1 200
900
700
670
500
400
370
300
269

Table 2.19.2 Typical no-load change-over frequency z0 per hour

2.19

Three-phase Induction
Motors

3 Characteristic Load Torques


Motors are correctly sized when they are operated on the average with the rated
torque Mn at the rated speed nn. Then they will deliver the rated output Pn and
consume the rated current In. The torque characteristic of most driven machines
can be assigned to typical and thus characteristic curves; this greatly facilitates
motor design.
Loads or driven machines are mechanical devices which are used to machine or
shape materials, such as machine tools, presses, calenders, centrifuge, etc., but
also conveyor systems such as cranes, conveyor belts, and traversing mechanisms. Furthermore, pumps and fans can be combined into one group. In very
large and complex machinery such as rolling mills or paper-making machines,
the system is divided into parts and the individual motors are examined separately. The detailed structure of the driven machine is generally not considered for
the motor design. Usually it can be described accurately enough by the torque
characteristic ML = f(n) or ML = f(t), speed as a function of time n = f(t), by the
maximum allowable acceleration/deceleration and the entire moment of inertia,
relative to the drive shaft.
The characteristics generally differ greatly between no-load and full load. The
moment of inertia can also vary, depending on whether there is more or less
process material in the machine.
For motor dimensioning and for verification of starting and braking cycles,
knowledge of the behavior of the load torque ML as a function of speed is
extremely important.
Any driven machine applies a certain torque against the motor which is generally
dependent on speed. It is also called the steady-state torque and is dictated essentially by the technological process. In general it acts against the direction of
motion, except in lifting mechanisms during the lowering motion, where it acts
in the direction of motion. In addition there are acceleration and deceleration
torques when the speed changes; they are determined by the moment of inertia.
The load torque characteristic in a motor is often typical and can therefore be
described with certain features. This is called the classification of driven
machines.

3.1

Three-phase Induction
Motors

In order to gain an overview of the many different driven machine designs, they
are categorized by their typical load characteristics or output curves as shown in
Figure 3.2.1 and Figure 3.4.1. Here it should be observed that for example fans
and compressors exhibit different characteristics, depending on whether they are
run under full load or no load. It is better to start them unloaded.

M = const.

P = const.

Figure 3.2.1 Torque or output characteristic for typical loads as a function of


speed
a
b
c
d

M const.
M proportional to n,
M proportional to n2
M proportional to 1/n

P proportional to n
P proportional to n2
P proportional to n3
P const.

In many cases the mean load torque MLm is important. For a known torque
characteristic it can be determined according to the torque Mn after completed
acceleration.

3.1

Load torques as a function of speed

The physical principles of motor engineering teach that the mechanical power P
of a motor is a function of the torque M and speed n or angular velocity :

3.1.1

Torque remains constant

The torque of a driven machine results essentially from mechanical friction


which remains constant in a wide range of speeds, as shown in Figure 3.2.1 a.
During starting increased static friction must often be overcome.

3.2

Three-phase Induction
Motors

P=M2 n =M
At a constant torque M the power P is proportionally a function of
the speed n
P~n
Examples of mechanical loads with constant torque are:
- lifting mechanisms, elevators, winches
- machine tools with a constant cutting force
- conveyor belts, feed motors
- grinders without fan action
- piston pumps and compressors at constant pressure
- roller mills
- in part also shears and punches
- planers
- bearings, gearing
The mean load torque MLm in these applications corresponds roughly to the
rated torque MN of the load. Thus, in these applications the power P can be proportionally reduced by reducing the speed n. Cutting the speed in half cuts the
power in half.

3.1.2

Torque increases in proportion to speed

This relationship arises as shown in Figure 3.2.1 for example in speed-proportional friction (viscous friction) during rolling and processing of paper, textiles or
rubber tiles.

When the torque M increase proportionally, power P increases with


the square of the speed n:
P ~ n2
Examples are:
- calenders, extruders
- paper and textile glazing
- eddy-current brakes
The mean load torque MLm in these applications is roughly half the rated torque
Mn / 2. When the speed n is reduced the power P decreases by its square. When
speed n is cut in half the power P is only one fourth.

3.3

Three-phase Induction
Motors

compressors

motors
1.2

1.2

1.0

1.0

0.8

0.8

0.6

0.6

0.4

0.4

0.2

0.2
0

0
0

0.2

0.4

0.6

0.8

1.0

0.2

0.4

0.6

0.8

1.0

0.8

1.0

0.8

0.8

mills

fans

0.6

0.6

0.4

0.4

0.2

0.2
0

0
0

0.2

0.4

0.6

0.8

1.0

0.2

0.4

0.6

Figure 3.4.1 Typical load-torque characteristic of driven machines with start-up


A
a
b
c
d
e

Various applications
elevators, lifts, feed motors
metal-cutting machine tools
slow-speed vehicles, c' high-speed vehicles
extruders
calenders

B
f
g
h

Compressors
back-pressure piston compressors, f' unloaded
back pressure rotary compressors, g' unloaded
turbocompressors

C Fans
i back-pressure fans or centrifugal pumps, i' fans unloaded
k rotary piston blowers, k' unloaded
D
l
m
n
o

3.4

Mills
ball mills
centrifugal mills
hammer mills
impact mills

Three-phase Induction
Motors

3.1.3

Torque increases with the square of speed

This relationship arises as shown in Figure 3.2.1 primarily when there is gas or
liquid friction.

When the torque M increases quadratically, the power P increases


with the cube of the speed n.
P ~ n3
Examples are:
- blowers and fans of all types
- propellers
- piston engines with delivery into an open pipe circuit
- centrifugal pumps
- stirring apparatus, centrifuges
- vehicles
The mean load torque MLm is roughly one third of the rated torque: Mn/3.
Because the torque M increases quadratically as the speed n increases, the power
P is a function of the cube of the speed. Cutting the speed in half requires only
one eighth of the power.
This relationship is important, for example, in pump and fan motors for heating
and ventilation motors. Instead of reducing the amount of delivery with a slide
valve or throttle valve, it is better to adjust the speed of the drive motor.

3.1.4

Torque decreases in inverse proportion to speed

If the torque M decreases in inverse proportion to the speed n, the


power P remains constant.
P const.
As the speed increases, as shown in Figure 3.2.1, the torque drops. Examples
are:
- facing lathes
- rotary peeling machines
- winding machines
- coilers
The mean load torque ML can only be determined on a graph.

3.5

Three-phase Induction
Motors

3.2

Load torques as a function of angle

These characteristics appear in machinery with reciprocating motion, for example, in table motors. They are also present in piston machinery (compressors in
heat pumps) due to intermittent loading. The electric input current of the drive
motor follows this motion cycle and can generate a rhythmically fluctuating
voltage drop in the line. Generally a so-called torque force diagram is plotted in
the planning of these applications.

3.3

Load torques as a function of path

They are typical, for example, in vehicles, or in table motors, cableways and conveyor belts.

3.4

Load torques as a function of time

These motors are loaded intermittently or periodically. Examples are:


- punches
- hoists
- conveyor systems
- rock crushers
- ball mills

3.5

Breakaway torque

Another important concept is the so-called breakaway or static torque which is


caused by static friction. In order for a motor to start reliably, this value should
be known as accurately as possible and the starting torque MA of the motor
should exceed the load torque. In large machines with slide bearings it may significantly exceed the rated torque Mn.
Figure 3.4.1 shows certain torque characteristics of common driven machines.
Comparison with Figure 3.2.1 shows that most of them have a typical characteristic and thus classification is possible.
Example: The speed of an induction motor operated with a load controller can be
infinitely adjusted between 50% and 100%. How does this affect the delivery
rate of a piston or centrifugal pump?
Piston pump: The torque demand is almost independent of speed as shown in
Figure 3.2.1 a, and the torque remains almost constant. The delivery output is
therefore proportional to the speed. At half speed it also falls accordingly to
P' = P . 0.50 = 50%

3.6

Three-phase Induction
Motors

Centrifugal pump: In centrifugal pumps, as shown in Figure 3.2.1 c, there is


a quadratic relationship between torque demand and speed. Therefore the
power changes in the cube. At half-speed the power is thus P' = P . 0.53 =
0.125 = 12.5%. The delivery rate can therefore be reduced to one eighth of
the original value.
The example shows how automatic speed control greatly influences the power of
a driven machine.

3.7

Three-phase Induction
Motors

Choosing and Dimensioning Electric Motors

Electric motors are energy converters for kinematic processes as they occur in
the technology of most driven machines. Examples are:

Motor applications:
- machine tools
- cranes, elevators, vehicles
- pumps, fans, compressors
- presses, bending machines, rolling mills, calenders, etc.

Actuator processes:
-slides and valves
- feed devices, robot applications
- kinematic processes in control linkages

All kinematic processes involve the quantities force - torque - power - energy
and time. Solids, liquids, or gases change their location as a function of time.
But other concepts such as velocity, acceleration, efficiency, etc., also play a part.
Electric motors draw energy from a utility supply and convert it into mechanical
energy. Auxiliary devices such as clutches, transmissions, gears, brakes and driven machines can be located between the motor and the actual load, i.e., the
moving solid, liquid, or gas. To choose and dimension a motor the relevant parameters of all element in the chain of energy flow, starting with the actual load,
must be determined with relative accuracy. Proper selection is therefore important. For proper selection of a motor it is necessary to find an ideal motor for the
kinematic task at hand. Even more important than the appropriate motor type
with accessories such as gears, brakes, clutches, etc., is the proper sizing of the
motor.
An undersized motor will fail in continuous duty. An oversized motor causes
unnecessary expenses, runs uneconomically (greater procurement costs, poorer
operating efficiency and higher losses, requires more reactive power) and may
load the machine with an excessively high acceleration torque.

4.1

Three-phase Induction
Motors

In any case, the basic application conditions will have to be defined, whereby the
following factors are significant:
power transmission: As a single drive the motor can be coupled to the load
directly or via a transmission, or it can be used as a central motor connected
to intermediate shafts, belt and chain drives, etc.
operating conditions such as overload capacity, frequency of starting, operating mode, peak torques, ambient temperature, etc., affect not only the motor
size requirement, but also the selection of motor accessories.
space conditions and the layout possibilities of the entire system affect mainly the choice of motor accessories.

4.1

Motor Capacity

The three-phase induction motor is most widely used in drive technologies


because of its simple mechanical and electrical structure and due to its high reliability. Its application is limited only by its torque and speed characteristics.
In the stator winding as well as in the rotor the current passage generates heat;
this heat may not exceed the temperatures specified for insulation materials IP
class. The temperatures which develop depend on the level of the motor load, its
variation over time, and cooling conditions. Motors should be sized such that at
constant load with rated power and rated cooling conditions they do not exceed
maximum temperatures.
The torque required for accelerating the centrifugal mass increases motor
acceleration time. The starting current flowing during this time heats up the
winding dramatically.
The maximum change-over frequency, i.e., the number of consecutive starts,
is limited. During frequent starting processes the motor reaches its allowable
temperature limit even without load torque and without an additional centrifugal mass.
The duty cycle is another important factor for selection. The cooling time at
switching intervals must be long enough to ensure that the temperature limit
is not exceeded during subsequent starting. If the duty cycle is short, the
motor can accept a higher load since it cannot heat up to the temperature limit
during this short time and cools down again during the intervals.
Undersized motors can be thermally overloaded because of an overly long
starting time, whereas oversized motors would overload the transmission and
the driven machine during the starting process.

4.2

Three-phase Induction
Motors

4.1.1

Catalog data and application parameters

For most application requirements a so-called "standard motor", usually an


induction motor, is used. The following information applies to this type of motor
unless indicated otherwise. Induction motors can be used in a wide range of
applications. In order to select a suitable motor in accordance with manufacturer
specifications minimum requirements must be established. The objective is to
establish requirements regarding
power supply
electrical and mechanical characteristics of the motor
operating conditions
investment, operating and maintenance costs
service life
environmental protection and accident protection measures.
Based on these requirements, a suitable motor and appropriate auxiliary devices
can be selected.

Selection factor
Torque
Moment of inertia
Typical load torques
Design analysis by
- load torque
- acceleration torque
- acceleration time
- reversing frequency
Operating modes
Starting conditions
Braking and reversing
Thermal processes

Table 4.3.1

4.3

Motor feature

Power
Starting time
Motor torque
Optimization
- motor torque
- starting time
- acceleration capacity
- motor heating
Motor heating
Torque characteristic
Brake heat
Capacity

Selection factors for motor type and rated power

Three-phase Induction
Motors

4.1.2

Determination of unit rating

The unit rating of a motor can be determined according to various aspects, since
every application requirement is different. The outline in Table 4.3.1 indicates
which selection factors are important:

4.1.3

Catalog data

The degree to which an individual motor meets requirements can be determined


by comparison of the motor to the manufacturer's catalog data. Table 4.5.1 lists
the most important parameters to be observed, depending on the application.
Some of these parameters have been standardized, others are specific to the
manufacturer or can be selected by the customer, generally from several alternatives. Therefore the design engineer often has a certain freedom of choice in
defining the details of a motor. Many manufacturers offer modular motor
designs. The following specifications can usually be defined when ordering
rotor design and thus the torque characteristic
cooling system
insulation class of the windings
style
type of installation
degree of protection and protective devices as well as other data.

4.1.4

Operating conditions

For design purposes the operating conditions and the parameters of the driven
load are as important as the motor data.
Table 4.6.1 shows the most important data to be observed for design. In critical
cases the proper drive motor for the given motor task should be selected in
cooperation with the motor supplier.

4.1.5

Procedure for selecting motors

Most motors are operated in continuous duty S1. The first selection consideration is the output in continuous duty. Since the service life of electrical machinery depends largely on the continuous operating temperature, the choice must be
made carefully. As a second step, the suitability of the motor for the starting
conditions should be examined with respect to starting time or starting torque. In
motors with complex operating modes (S2 ... S9) basically the same considerations apply, whereas consultations with the suppliers are usually necessary due
to the changing load conditions and the fluctuating winding temperatures.

4.4

Three-phase Induction
Motors

Data to be defined

Remarks

Electrical requirements
Type of current
Three-phase current,
single phase current
Frequency

Operating voltage, for multivoltage motors indicate all


values and possible tolerances

V
Hz

Catalog Data
Type designation
Rating
Speed
Rated current
A
Breakaway starting/rated current
Torque
Nm
Breakaway/rated torque
Pull-up/rated torque
Pull-out/rated torque
Moment of inertia
kgm2
Efficiency
%
Max. blocking time
s
Max. starting time
s
Tolerances
Type of design
Switching
Delta, star
Rotor type
Cage rotor, wound rotor
Model
IM..
Type of protection
IP..
Type of cooling
Natural, inner cooling
Self, surface cooling
Separate, closed circuit cooling
Insulation class
B, F, H
Vibration amplitude
Noise level
Special regulations
Terminal box

IEC 34-7, Part 7


IEC 34-7, Part 7

Indicate temp. limit, if required


Normal or reduced

Built-on, built-in components


Brakes, tachogenerator
Separately ventilation, space heater
Temperature measuring instruments
- Thermistor protection
- Bimetallic switch
- PTC resistors

4.5

For star-delta starting, always


specify delta

db

Shaft ends

Table 4.5.1

Manufacturer specifications
For motors with several speeds,
rating per speed
For motors with several poles, speed
per output
Manufacturer specifications
Manufacturer specifications
For special applications
Manufacturer specifications
Manufacturer specifications
Manufacturer specifications
Manufacturer specifications
Manufacturer specifications
Manufacturer specifications
Manufacturer specifications
Established in standards

Elect. and mech. regulations


Indicate type of protection
and design if necessary
Indicate type of protection
and design if necessary
Indicate switch or plug, if necessary
For bearings or stator windings

Catalog data for motors

Make contacts or break contacts

Three-phase Induction
Motors

Data to be defined

Remarks

Counter-torque
- constant
- quadratically increasing
- special curve

Nm

Moment of inertia of load

kgm2

Convert for motor shaft if nec.


Discuss with manufacturer, if necessary
Convert for max. motor speed

Type of starting
- star-delta
- full load starting
- no-load starting
- other methods

Soft starter or load controller, if req.

Electrical braking

Plugging or dynamic braking

Intensified star-delta starting, if req.

Operating mode
S1
S2
S3

min
%

S4
S5

%, c/h
%, c/h

S6
S7

%
c/h

S8

%, c/h

S9
Ambient temperature
Altitude

Continuous operation
Temporary duty
Intermittent periodic duty-type without
starting
Intermittent periodic duty with starting
Intermittent periodic duty with starting
and electrical braking
Continuous-operation duty type
Continuous operation-duty with starting
and electrical braking
Continuous-operation periodic duty
with related load /speed changes
Duty with nonperiodic load and speed
variations

oC

meters above sea level

Direction of rotation
Speed adjustment

clockwise, counterclockwise, or both


method and from...to...

Climatic influences

Also consider relative humidity

Bearing and shaft load


Axial force

Radial force
Rotary forces

N
N

Table 4.6.1

4.6

Force direction with respect to shaft


position
Indicate distance from shaft shoulder

Important data for motor design

Three-phase Induction
Motors

4.2

Dimensioning using load torque

The load torque ML results from the counter-torque of the driven machine plus
the efficiency with which all mechanical losses are recorded.
According to the load characteristics the load torque during acceleration can
-

gradually build up (for example, fan)


reach the rated value at the start (for example, hoists)
be present only after acceleration (for example, wood-working machines)
be present constantly or intermittently

For a constant load torque ML = const. and rated speed n, the calculation is done
using the following relation:

Power P =

Mn
9.55

P = power in W
M = torque in Nm
n = speed/min
= efficiency

In a hoist, for lifting power P with a certain speed v and force F, and with consideration of efficiency , we find:

Power P =

Fv

P = lifting power in W
F = lifting force in N
v = lifting speed in m/s
= efficiency

At any time during acceleration the load torque ML must be lower than the
respective motor torque MM. If this is not the case, no acceleration to higher
speeds takes place.

4.7

Three-phase Induction
Motors

4.3
4.3.1

Calculation using acceleration torque or acceleration time


Acceleration torque

A load can only be accelerated when the driving motor provides a greater torque
than the load requires at the time. The difference is called the acceleration
torque MB. The acceleration torque and the flywheel moment of the motor,
transmission, and system to be accelerated yield the acceleration time tA. In
many cases the simplified assumption is made that the load torque is constant
during acceleration. This assumption is reached by calculating an average load
torque and replacing the variable motor torque by a constant mean acceleration
torque which is determined from the characteristic.
For a certain starting time tA the required acceleration torque MB is computed as
follows:

Acceleration torque
MB = Mm - ML = J' = J'
MM
tA
n
MB
J'

4.3.2

=
t

J' 2 n
60 tA

J' n
9.55 tA

= motor torque in Nm
ML = load torque in Nm
= starting time in s
= angular acceleration/s2
= motor speed/min
= angular speed/s
= mean acceleration torque in Nm
= moment of inertia in kgm2 reduced to the motor shaft

Acceleration time

The acceleration time tA can be determined from the relation above, if the mean
acceleration torque MB is known. A relatively simple method of determining it
is shown in Figure 4.8.1. The motor torque MM and load torque ML are plotted
on graph paper and then the mean torques can be defined graphically, e.g.,
by counting the squares. The final diagram will show the mean acceleration
torque MB.

MM
ML
Mbmi
nb

motor torque
load torque
mean acceleration torque
operating speed

Figure 4.8.1 Determining the mean acceleration torque by balancing the area on
graph paper

4.8

Three-phase Induction
Motors

Acceleration time in s tA =

J n
9.55 MB

MB = mean acceleration torque in Nm


J' = moment of inertia reduced to the motor shaft in kgm2
n = motor speed/min
Example:

Let a two-pole motor with n = 2980 rpm, P = 110 kW, J = 1.3 kgm2
at no-load have an average acceleration torque MB = 1.5 . Mn.
How long is
a) the starting time at no-load?
b) the starting time together with a load of JL = 1000 kgm2 at a
speed of nL = 300 rpm if it continuously demands the rated torque
during acceleration?

Solution:

a) Starting time at no-load

Rated torque of the motor Mn =

110 000 W 60
P 60
=
= 352.5 Nm
2 2 980/min
2 n

Acceleration torque MB = 1.5 Mn = 1.5 352 Nm = 528.7 Nm

Acceleration time tA =

1.3 kgm2 2 980 VPM


Jn
=
= 0.76 s
9.55 528.7 Nm
9.55 MB

b) Acceleration time with load


The moment of inertia of the load converted to the motor speed is:
J' = JL (nL/n)2 = 1000 kgm2 (300 rpm/2980 rpm)2 = 10.1 kgm2
The effective acceleration moment together with the load can be derived from
the difference of the mean acceleration torque of the motor minus the continuously demanded rated torque of the load:
MB = 1.5Mn - Mn = 0.5Mn

Acceleration time tA =

4.9

(J'+ JMot) n
(10.1+1.3) kgm2 2 980 rpm
=
9.55 0.5 352.5 Nm
9.55 MB

= 20 s

Three-phase Induction
Motors

In choosing the motor the acceleration time tA, with consideration of the
change-over frequency, must be shorter than the maximum time specified by the
manufacturer. Unloaded motors and motors with only little additional centrifugal
masses such as clutches. etc. reach their idle speed very quickly. This is also
generally the case in starting with a load. Only when large centrifugal masses
must be accelerated are starting times very long. This is called heavy starting,
which is the case, for example, in centrifuges, ball mills, calenders, transport
systems and large fans. These applications often require special motors and the
corresponding switchgear. Figure 4.10.1 shows the reference values for the
starting time of standard motors as a function of rated power.
10
4

Starting Time (s)

2
1
0.4
0.2
0.1
0.04
0.02
0.2

Figure 4.10.1

0.4

2
4
10
20
40
Rated Operating Power kW

100

200

Typical reference values for starting time of standard motors


as a function of rated operating power
1 no-load starting (motor + clutch)
2 starting under load (without large centrifugal mass)

If the curve of the load torque ML is complex and the motor torque MM is not
constant, it is advantageous to divide the computation into individual zones as
shown in Figure 4.11.1 Then the acceleration times for the individual zones plus
the average acceleration torques which take effect in the segment are computed
and added for the individual speed segments (for example, 20% speed increase
per segment).

4.10

Three-phase Induction
Motors

Acceleration time for non-constant torques


tA =

4.4

J' n

9.55 MB

tA = starting time in s
J' = moment of inertia reduced to the motor shaft
in kgm2
n = speed difference in rpm
MB = acceleration torque in Nm

Calculation using change-over frequency

Frequent starting of motors is called switching mode and the maximum changeover frequency per hour must be checked. The manufacturer's data usually show
the allowable no-load switching per hour, i.e., the number of change-overs at
which the motor reaches its maximum temperature without load and without an
additional flywheel moment during idle operation. The frequency of changeover plays an important role in operating mode S4.
The allowable frequency of change-over of a motor is determined by its temperature limit. It is derived from the square mean value of current from the cycle
characteristic. This mean value may not exceed the rated current of the
machine.

rpm

Figure 4.11.1

4.11

Acceleration torque for computing the acceleration time when


the motor torque MM and the load torque ML are not constant
and exhibit a dramatically different behavior.

Three-phase Induction
Motors

Excessive change-overs which cause a response of protective devices or even


destruction of the motor often occur during the commissioning phase, adjustments, and jogging.
Often an additional inertia mass causes a load condition. In this case the number of allowable switchings zz per hour can be computed based on the switching
mode energy principle:

Allowable switching operations with additional mass


zz = allowable switching operations per hour with

zz =

z0 JM
JM + Jz

additional mass
z0 = allowable no-load switching operations per hour
JM= Massentrgheitsmoment des Motors in kgm2
Jz= reduced additional mass moment of inertia in kgm2

In switched duty with an existing load moment ML the number of allowable


switchings zL per hour is determined as follows:

Allowable switchings with load torque


zL =

z0 (MM - ML)
MM

zL = allowable switchings per hour with load torque


z0 = allowable no-load switching operations per hour
MM = mean motor torque during acceleration in Nm
ML = mean load torque during acceleration in Nm

In practice there are usually a load flywheel Jz and an additional load torque
ML. Thus the following applies to the number zZul of allowable switchings per
hour:

zZul = zz

4.12

zL
z0

= z0

JM (MM - ML)
(JZ + JM) MM

and converted:

Three-phase Induction
Motors

Allowable switchings with additional load and flywheel moment


1 - MLmi / MMmi
zL

= z0

1 + Jz / JM

= allowable switching operations per hour with load flywheel and


load torque
z0
= allowable no-load switchings
MMmi = mean motor torque during acceleration in Nm
MLmi = mean load torque during acceleration in Nm
Jz
= reduced additional mass moment of inertia in kgm2
JM
= mass moment of inertia of the motor in kgm2
zL

Pn Rated power

2-pole

4-pole

6-pole

8-pole

0.09...1.5

1500...4000

2500...8500

5500...8000

7000...11000

2.2...18.5

400...1000

800...4000

1500...5000

2000...10000

22

200

600

800

1200

30...55

50...150

200...400

300...600

500...900

75...160

30...40

90...130

170...260

270...400

kW

Table 4.13.1

4.5

Typical no-load change-over frequency z0 per hour

Choosing with the use of catalog data

Using the mean values for power Pmi, torque Mmi and current Imi that were
computed for less demanding conditions a motor can be chosen using catalog
data, whereby the corresponding catalog data may not be less than the computed
averages:
Pmi Pn, Mmi Mn, Imi In
Most motor applications can be assigned to the 9 duty types S1 through S9. In
more complex situations, where a definite selection is not possible, a similar
duty type can be defined and then converted to S1. This method, however,
requires detailed knowledge with respect to thermal time constants and cooling
conditions. The motor manufacturer can supply these data.

4.13

Three-phase Induction
Motors

Equation Symbols

Symbol

Meaning

Unit

Remark

s-1

line frequency

current

supply line current

Imi

mean current (Ieff)

effective value

In

rated current

maximum continuous
current

J'

moment of inertia
reduced to the motor shaft

kgm2

load moment of inertia in


reference to the motor
shaft

kgm2

JM

moment of inertia of motor

kgm2

Jmot

motor moment of inertia

kgm2

JZ

reduced additional mass


moment of inertia

kgm2

additional moment of
inertia

kgm2

frequency

FI

factor of inertia

ratio of ventilated/
unventilated heat release

Jext

Jzus
k0

ratio of equivalent
load/no-load losses

kg

counter-torque factor

Nm

kL

load factor

Nm

torque

Nm

MA

breakaway torque

Nm

MB

acceleration torque

Nm

MK

pull-out torque

Nm

ML

load torque

Nm

MLmi

mean load torque


during acceleration

Nm

MM

motor torque

Nm

MMmi

mean motor torque


during acceleration

Nm

Mmi

mean torque

Nm

Mn

rated torque

Nm

MS

pull-up torque

Nm

4.14

Three-phase Induction
Motors

Symbol

Meaning

Unit

speed

rpm

operating speed

rpm

n0

no-load speed

rpm

nn

rated speed

rpm

ns

synchronous speed

rpm

pole pair number

Remark

(pole number/2)
P

power

kW

P2

output power

kW

P1

input power

kW

PCu

load loss

kW

PCuR

ohmic loss in rotor

kW

square function
of current

PCuS

ohmic loss in stator

kW

square function of
current

PFe

core loss in stator

kW

roughly constant in
operation

PLa

bearing friction loss

kW

roughly constant in
operation

PLu

windage loss

kW

roughly constant in
operation

Pmech

motor mech. limit rating

kW

Pmi

average power

kW

Pn

rated power

kW

Pth

thermal limit rating

kW

Pv

losses

kW

PVR

loss in rotor

kW

Pzus

stray loss

kW

slip

kW

S1

continuous duty

S2

temporary duty

S3

intermittent periodic duty-type

...without starting

S4

intermittent periodic duty

...with starting

S5

intermittent periodic duty

...with starting and


electrical braking

4.15

roughly constant in
operation

Three-phase Induction
Motors

Symbol

Meaning

Unit

Remark

S6

continuous-operation duty type

... with interucittent


periodic load

S7

continuous-operation duty

... with starting and


electrical braking

S8

continuous-operation
periodic duty

... with related load


/speed changes

S9

duty

with non-periodic load


and speed variations

time

s, min, h

thermal time constant

min

tA

starting time

s, min

tB

load time, operating time

s, min

tB

operating time

s, min

tBr

braking time

s, min

tL

no-load time

s, min, h

tr

relative duty cycle

tS

cycle duration

s, min, h

tSt

stopping time

s, min, h

voltage

z0

no-load change-over
frequency

zA

h-1 (per hour)

no-load starting
frequency

h-1

allowable switching operations


per hour with load torque and
possible additional mass

h-1

zz

allowable switching operations


per hour with additional mass

h-1

zzul

allowable change-over
frequency

h-1

efficiency

temperature

max

maximum temperature

speed differential

rpm

cos

power factor

zL

Table of symbols and units

4.16

More than 350,000 possibilities for improving your automation system

Power equipment

Power contactors and motor starters


Motor protection
Motor control centers
Power monitoring
Control and load switches
Relays

Sensor technology Limit, photoelectric and proximity switches


Pressure and temperature sensors
Identification systems (HF)
Bar code reader systems
Encoders
Image processing systems

Automation

Programmable controls
Digital and analog I/O
Intelligent peripheral modules

Communications

Networks and field bus systems


Open communications networks (MAP)

System solutions

Custom developments
Process/batch controls
Burner controls
Die-casting and press controls
SCADA

Quality assurance Statistic data acquisition and analysis


Controllers

Drive engineering

Control devices and signalling units


Text and LCD displays
Control consoles
Industrial computers
Visualization software

Service

Worldwide service and support


Customer training
Repair and spare parts service
Technical consultation

Soft starters
Frequency converters
AC and DC drives
Axis controls and servo drives
CNC controls

Germany

Austria

Switzerland

Rockwell Automation GmbH


Zweigniederlassung der
Rockwell International GmbH
Dsselberger Strae 15
D-42781 Haan
Telephone 02104-960-0
Fax
02104-960-121

Rockwell Automation GmbH


Bckermhlweg 1
A-4030 Linz
Telephone 07-38909
Fax
07-385 651 61

Rockwell Automation AG
Verkaufszentrum Gewerbepark
Postfach 64
CH-5506 Mgenwil
Telephone 062 889 77 77
Fax
062 889 77 66

Publication WP-Motors, Nov. 96

Printed in Switzerland

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